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Category: mu

SP 500 Earnings Update: Q2 ’25 Earnings Should be Ok; The Attention Turns to Q3 ’25 Guidance

June 21, 2025 Brian Gilmartin Leave a comment

This coming week investors hear from FedEx (FDX), Micron Technology (MU) and then Nike (NKE) on Thursday night, June 26th,…

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Posted in: FDX, mu, NKE

Semiconductors Looking Wobbly: Micron Estimate Revisions Sharply Negative Post Earnings

January 1, 2025 Brian Gilmartin Leave a comment

Bespoke put out a note on New Years Eve talking about the lousy action in semiconductors and the SMH (semiconductor…

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Posted in: MSFT, mu, SMH (semiconductor ETF)

FOMC Release & Micron Earnings Preview: Macro and Micro

December 18, 2024 Brian Gilmartin Leave a comment

The last FOMC announcement of 2024 is coming in a few hours. Here’s what the current fed funds futures market…

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Posted in: 10-year Treasury yield, CME fed funds futures, FOMC meeting, Monetary policy, mu

SP 500 Earnings: Nasdaq and Mega-Caps Still Lagging / Micron Reports This Week

September 22, 2024 Brian Gilmartin Leave a comment

The leadership group from the October ’22 lows – mainly the tech sector, and the mega-cap 10, or what are…

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Posted in: mu, Nasdaq 100, Nasdaq Composite

SP 500 Earnings: Forward SP 500 Estimates Have Increased Sequentially 4 Weeks in a Row

September 7, 2024 Brian Gilmartin Leave a comment

First, a couple of good charts from Morningstar the last few days on market attribution, as well as a style-box…

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Posted in: mu, ORCL, Style analysis, Weekly Earnings Update

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Fundamentalis

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  • 3rd Year in a Row of Double-Digit SP 500 Returns
  • SP 500 Earnings: Financial Sector Earnings Push Forward Estimates Higher
  • International Annual Returns / Breakout in EMXC

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